Attend An Event

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

Upcoming Seminars

This is your opportunity to learn how to protect your family, your retirement and your life savings. Our objective is to assist you and your family in defining and addressing critical steps with your financial goals. Remember, you cannot properly plan for something you do not fully understand. That is why we are here to help and guide you.

San Antonio:

September 13th - J Prime Steakhouse - Taxes In Retirement

September 20th - J Prime Steakhouse - Taxes In Retirement

About Our Seminars

At Texas Financial Advisory, we hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

Register for a seminar

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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits, guarantees or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

National Ethics Association (NEA) members pay for membership. The NEA does not provide any guaranteed assurance or warranty of the character or competence of its members. You should always do your own due diligence when making financial decisions.